Duncan Williams Asset Management »

Schwab Strategic Tr us dividend eq shares owned by Duncan Williams Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Duncan Williams Asset Management from 13F filings

Historical chart of Duncan Williams Asset Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Duncan Williams Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Duncan Williams Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $20M 253k 80.63

More positions owned by Duncan Williams Asset Management

Vanguard Growth Etf Etf (VUG)
Schwab Us Dividend Equity Etf Etf (SCHD)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Microsoft Stock (MSFT)
First Horizon Corporation Stock (FHN)
Powershares Qqq Tr Etf (QQQ)
Autozone Inc Nev Stock (AZO)
Vanguard Dividend Appreciation Etf Etf (VIG)
Apple Stock (AAPL)
Amazon.com Stock (AMZN)
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Pimco Interme Etf (MUNI)
Kkr & Co Stock (KKR)
Mastercard Stock (MA)
Visa Stock (V)
Pinnacle Finl Partners Stock (PNFP)

View all positions for Duncan Williams Asset Management

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Advisory
Morgan Stanley
H D Vest Advisory Services
Bank of America Corporation
Ameriprise Financial
Sumitomo Life Insurance
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq